Sep. 15, 2025 6:50 PM ETLLY, ABBV, AMGN, AZN, BMY, GILD, GSK, JNJ, MRK, NVS, NVO, PFE, REGN, SNY, PPHEdmund InghamInvesting Group LeaderSummaryBig Pharma faces unprecedented pressure as the Trump administration attempts to enforce a "most favored nation" drug pricing policy, threatening their profits and global pricing structures.Pharma stocks and ETFs like VanEck Pharmaceutical ETF have already shown weakness, with significant declines in valuations amid regulatory uncertainty.Industry leaders such as Pfizer and Eli Lilly are signaling readiness to raise European prices and lower U.S. prices, but operational complexity and profit risks loom large.Investors should closely monitor developments; a short or volatility strategy on the sector may be prudent as the September 29th deadline approaches and uncertainty peaks.Daniel Grizelj/DigitalVision via Getty ImagesInvestment OverviewReaders will no doubt be aware that U.S. President Trump has been vocal in his criticism of the pharmaceutical industry in the U.S., and has taken measures to address an imbalance in prices chargedMore on my IG serviceIf you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth? This article was written byEdmund Ingham13.96K FollowersEdmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GILD, ABBV, REGN, RHHBY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You